Paraplanner
Seattleonsite$82K – $95K
Posted 1mo ago · via Workable
About this role
Paraplanner Paragon Wealth Advisors | Seattle, WA | In-Office Support advisors and clients through meaningful financial planning and exceptional execution. Paragon Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking an experienced, detail-oriented, and licensed Paraplanner to join our team. This position is an important part of the financial planning process and is responsible for supporting advisors through client meetings, transactions, documentation, and follow-up. The ideal candidate has strong financial services experience, understands the importance of accuracy and follow-through, and can step into the role with a solid foundation of industry knowledge.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Seattle. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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